Portlet
Graphical representation of project hours by quarters.
theBasiX
Portlet
Displays project hours by type and time scale
theBasiX
Presentation (Information)
Webinar covers six key areas for evaluating your PPM Solution. From dependencies to implementation requirements and user communities, learn how to vet your PPM solution with confidence.
theBasiX
Presentation (Information)
In this report, we outline the top 6 trends for PPM wellness in the current healthcare climate.
theBasiX
Presentation (Information)
Six things you can do to speed up your ideation process.
theBasiX
Presentation (Information)
See what six things you can do to speed up your ideation process.
theBasiX
Presentation (Information)
RegoU Presentation around trends in PPM.
theBasiX
Presentation (Information)
A RegoU presentation that reviews 7 of the recent trends in the PPM field.
theBasiX
Presentation (Information)
One of the most frequent questions we're asked by clients is what are the latest best practices and trends you see? Well, you're in luck! We've polled 120 of our expert guides and consolidated their feedback into Rego's 7 PPM Trends you Need to Know.
theBasiX
Presentation (Information)
Every new Clarity PPM implementation begs the question, “How much configuration do we need?” And it’s not just new companies asking. We have many customers with established environments who turn to Rego Consulting with a similar question: “Are we over-configured? The environment feels out-of-control.”
With the help of Rego Guides Wes McCoubrie (Clarity PPM Consultant) and Jerry Dolak (Clarity PPM Project Delivery), we’ll review When, Why, & How to Stay Out-of-the-Box with Clarity PPM.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on the advanced elements of Jaspersoft.
theBasiX
Presentation (Information)
Do you have a clear set of metrics and outcomes to demonstrate your PMOs value?
Download Rego’s free guide to measuring and reporting on PMO success.
theBasiX
Presentation (Information)
This paper discusses important things to consider when you incorporate Agile practices and tools. It points out common pitfalls to avoid and provides best practices to ease your transition.
theBasiX
Training Documents
A Quick Reference Card to assist in the use of the Schedulers in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the finding and updating of Project Properties in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the creation of Ideas in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the accessing and creation of Incidents in Clarity PPM.
theBasiX
Technical Trick
This GEL script emails a specified log file as an attachment.
theWorX
Training Documents
A Quick Reference Card to assist in the accessing of projects and creation of filters in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in accessing Resources and creating custom filters.
theBasiX
Training Documents
A Quick Reference Card to help you with your account settings in Clarity PPM.
theBasiX
Workflow Job
The workflow allows you to reassign one to many action items that are currently in a Resources queue.
theWorX
Presentation (Information)
Want to read, respond, and repeat without leaving your inbox? Finally, we have a way to respond to action items without logging into Clarity PPM.
theBasiX
Workflow Job
Notify Action Item Assignees of Overdue Action Items.
theWorX
Portlet
This portlet displays configuration information about active workflow processes
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Reports
Displays Actuals and ETC for resource assignments across multiple projects.
theWorX
Portlet
The portlet displays posted time by project for the logged in user and all resources for project the user has access to, based on time period and date range.
theWorX
Technical Trick
This tech-trick details the steps to convert an ad-hoc view to a report.
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Technical Trick
When exporting to PDF from JasperSoft this tech trick will show you how to add the missing font so your report exports as expected.
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Technical Trick
Describes how to easily add images to Clarity PPM v13+ for use in portlets, using only Studio configurations.
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Technical Trick
Adding a JasperSoft report to an Clarity PPM HTML Portlet.
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Technical Trick
A tutorial on adding RegoXchange Jaspersoft Report to your Clarity PPM instance.
theBasiX
Training Documents
A Quick Reference Card to assist in the adding of Resource Skills within Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the adding of Resources & Roles to a project in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the adding of Subprojects to Programs.
theBasiX
Technical Trick
Webi reports on the Business Objects server can be added to Clarity PPM just like any Crystal report.
theBasiX
Technical Trick
This solution provides an administrator the ability to log into the Clarity PPM application as any user in the system.
theWorX
Presentation (Information)
RegoU 2018 presentation around advanced Clarity PPM administration development tasks.
theWorX
Presentation (Information)
RegoU presentation that covers the basics of administering Clarity PPM.
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Presentation (Information)
The course taught advanced administrative development tasks—including Objects and Fields, Basic SQL Queries, Object Portlets, Basic Processes, and XOG—in this technical Clarity PPM class for non-technical people.
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Presentation (Information)
A review of Clarity PPM Processes and their functionality.
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Presentation (Information)
A presentation on the uses of SQL in Clarity PPM.
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Presentation (Information)
A presentation reviewing objects and fields within Clarity PPM.
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Presentation (Information)
A course and presentation reviewing Lookups, Queries and Portlets in Clarity PPM.
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Presentation (Information)
A presentation covering UI themes, menus, system options, and financials with Clarity PPM.
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Presentation (Information)
A presentation that covers the use of XOG (XML Open Gateway) in Clarity PPM.
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Presentation (Information)
A RegoU 2019 presentation around the administration of Clarity PPM.
theBasiX
Presentation (Information)
Learn administrative tasks and best practices in this basic administration Clarity PPM training,
theWorX
Presentation (Information)
This class taught administrative tasks and best practices in this basic administration Clarity PPM training, which included setting up resources, security groups, OBSs, lookups, time reporting periods, fiscal time periods, calendars, jobs, and timeslices.
theWorX
Presentation (Information)
A RegoU 2019 presentation around the administration of Clarity PPM.
theBasiX
Presentation (Information)
This course was a facilitated discussion around the state of User Adoption.
theBasiX
Presentation (Information)
The course description for this 2017 RegoU class. “Do you need to increase user adoption? Participate in this interactive discussion on the best practices for energizing your user base and increasing Clarity PPM value perception.”
theBasiX
Presentation (Information)
RegoU presentation around the perception and adoption of Clarity PPM.
theBasiX
Presentation (Information)
A RegoU 2019 presentation that discusses Adoption of a PPM tool.
theBasiX
Configurations & Apps
Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics.
theWorX
Presentation (Information)
If you’re looking for a dynamic portfolio solution, you won’t want to miss this Meisterplan demo with Rego favorites Jen Scarlato and Josh Leone.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on advanced data model and accessible data.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. Are you using tables to create advanced queries? This rarely used strategy provides valuable data while enhancing your productivity.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on advanced GEL scripts and their enhanced functionality and integration.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on maximizing portlet functionality.
theBasiX
Presentation (Information)
More companies are looking to do advanced portfolio analytics. Some of this can be done within Clarity PPM, but tools built for just this purpose have started to surface as well.
theBasiX
Presentation (Information)
In this class, we will discuss some portfolio analytic use cases and show what can be done within Clarity PPM as well as show some add-on products that could be used - decision lens and Meisterplan.
theBasiX
Presentation (Information)
Are you investigating an agile to Clarity PPM integration? This session will dive deep into the code base on Rego's standard agile connectors and explain how to leverage the data and processes between Clarity PPM and your agile tool.
theBasiX
Presentation (Information)
Reviews best practices for implementing agile within traditionally waterfall organizations.
theBasiX
Presentation (Information)
Presentation reviews best practices for implementing agile within traditionally waterfall organizations.
theBasiX
Presentation (Information)
This class will review best practices for implementing Agile within traditionally waterfall organizations.
theBasiX
Presentation (Information)
Presentation will dispel the misconceptions of Agile and provide an understanding and definition of terms such as “bi-modal”, “Scrum”, “Kanban”, “weighted shortest job first” and “SAFe”.
theBasiX
Presentation (Information)
RegoU session that provided an overview of the fundamentals of Agile.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that discusses fundamentals of Agile.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. This session is directed at Clarity PPM’s ability to work in harmony with other management systems, including the systems that manage assets, applications, finance, quality and defects, and incidents and problems.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on integration of Agile tools into Clarity PPM.
theBasiX
Presentation (Information)
Agile is here to stay, but waterfall may be as well. Companies around the world struggle with living in a bimodal development world, while trying to go through an agile transformation.
theBasiX
Presentation (Information)
A RegoU presentation covering the transformation to an Agile methodology and what to expect along the way.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that covers best practices and lessons learned from companies that have gone through Agile transformations.
theBasiX
Presentation (Information)
A outline of possible topics to be discussed in a Round Table on Agile Best Practices.
theBasiX
Presentation (Information)
Agile methods continue to be more pervasive in organizations as stakeholders experience its value first-hand. However, the road is not always easy and is sometimes hindered by speed bumps. In this session, participants discussed their Agile implementation experiences with their peers.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that digs into the real possibility of AI and PPM.
theBasiX
Presentation (Information)
More projects. More demands. Shorter Timelines. Slim budgets. Align projects with the organization's strategic plan.
theBasiX
Portlet
Provides a list of all action items.
theBasiX
Reports
Displays assignments of multiple projects.
theWorX
Portlet
This portlet displays assignments across multiple projects.
theBasiX
Reports
Displays Assignment KPIs across multiple projects.
theWorX
Reports
Displays Change Requests data across multiple projects in a single view.
theWorX
Portlet
Allows the user to view change requests across multiple Projects.
theBasiX
Reports
Displays Change Requests KPIs across multiple projects.
theWorX
Portlet
This portlet displays all incidents within a single view.
theBasiX
Reports
Displays Issues associated with project(s).
theWorX
Portlet
Displays Issues related to a Project or across multiple projects.
theBasiX
Reports
Displays Issues KPIs across multiple projects.
theWorX
Portlet
Gives the ability to see all static lookups in the system and their lookup values.
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Reports
Displays Risks data across multiple projects in a single view.
theWorX
Portlet
This portlet provides risk data across multiple projects in one view.
theBasiX
Reports
Displays Risks KPIs across multiple projects.
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Portlet
Shows all skills within the skill hierarchy.
theBasiX
Reports
Grid report that displays current status report for a project or across multiple projects.
theWorX
Portlet
Displays any existing Status Report related to a Project or across multiple projects.
theBasiX
Reports
All Status report provides project managers a single place to view KPIs related to Status Reports. All the KPIs are depicted in various visualizations.
theWorX
Reports
Displays tasks associated with projects.
theWorX
Portlet
Used to see tasks across one or multiple projects.
theBasiX
Training Video
A training video that assists in allocating a resource in Clarity, using the staff module, new UX.
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